HubSpot workflow
Project Kickoff Deck (Formal)
Start delivery with a customer-ready deck instead of a blank slide. Portant fills the company name and the run date into a Formal Google Slides kickoff deck from the HubSpot company record, and the goal, scope, metrics, timeline and first-week actions are laid out for you to complete.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a Formal project kickoff deck from a HubSpot company record
The deal closes on Friday and the customer expects to see how delivery will run on Monday. The delivery lead opens the last kickoff deck, deletes the old company name, misses one slide, and rebuilds the timeline from memory.
This template starts that deck for you. Data merge writes the customer name and the run date on the cover. The rest is a six-slide structure you complete once per project: why we are here, success metrics, a four-phase timeline, this week's actions and a contact slide. Output management files the finished Google Slides deck where you tell it to.
It suits delivery leads, onboarding managers and customer success teams who run a kickoff for every new account and want each one to open the same way. Bold and Elegant siblings cover the same six slides in other visual styles, and the whole family ladders up to sales and revenue operations.
Who is this for
Is this template right for you?
Teams who generate documents from structured data.
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A kickoff deck the day the deal closes. The deck exists as soon as the run finishes, so the delivery lead spends the time on the goal, scope and timeline instead of formatting slides.
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Every kickoff covers the same ground. The prompts ask for what is out of scope, one name who makes the call, and three dated success metrics, so no customer finds a gap in week four.
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A neutral, corporate look. Light type on a pale background with a blue palette suits customers in regulated or conservative industries, where a kickoff deck should look like it belongs in a steering committee pack.
Setup
How to set up the Formal project kickoff deck
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Step 1: Connect HubSpot and Google Slides
Open Portant, install the HubSpot app from the Marketplace, and connect the Google Drive account that will hold the deck template and the generated decks.
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Step 2: Set the brand and presenter lines once
The cover carries a sample logo and a blue abstract image. Replace both with your own once, then set the presenter line ("[Your Name], [Title]") and the email, phone and website on the last slide. Page through the other slides before you save the template, in case a brand element needs swapping there too.
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Step 3: Check the field mapping
The {{Company Name}} tag on the cover is already mapped to the company name on the HubSpot company record. Confirm it points at the property your portal uses. The first-week actions use a [Client] placeholder, so swap it for the {{Company Name}} tag if you want the name merged there too. The cover date is a run-time stamp in MM/DD/YYYY, editable in the template.
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Step 4: Set the trigger and the output location
Choose the workflow action or app card button that starts the run, and tell output management where to save the deck. Then open it, complete the bracketed project lines and present.
Frequently asked questions
A project kickoff deck is the slide deck a delivery team presents at the start of a customer project. It confirms the goal, the scope, who is on the team from both sides, how success will be measured, the timeline and what each side does in the first week. This template generates the customer-specific frame from HubSpot and leaves the project detail to you.
The deck merges the company name from the HubSpot company record onto the cover, and the cover date comes from the run timestamp. Everything else, including the project team, the first-week owners and the timeline dates, is fixed text or a bracketed placeholder you complete.
The same six slides ship in three styles: Project Kickoff Deck (Bold), Project Kickoff Deck (Elegant) and Project Kickoff Deck (Formal). This one is Formal: blue, light type and a cover image. Bold uses heavy capitals with cream and orange and a LOGO slot on every slide, and Elegant is black on white with serif headings. Bold also merges the company name into its first-week actions; Elegant and Formal leave a [Client] placeholder there.
The Formal deck ships with a sample logo and a blue abstract image on the cover. Replace both in the Google Slides template once, and set the presenter and contact lines on the first and last slides. Every deck generated afterward carries your brand, so you only revisit it when the brand changes.
The goal, scope and team lines, the three success metrics, the four timeline dates, the owners and dates in the first-week actions, and the presenter and contact lines. They are bracketed placeholders and example lines in the deck, such as "e.g. document creation time under 2 minutes by week 4", so you can see what good looks like before you overwrite them.
Run it right after a customer closes, once delivery is about to start. The template is built for kicking off delivery with a newly closed customer, so it sits between the sales handoff and the first working session.
Related templates
Project Kickoff Deck (Bold)
Start delivery with a customer-ready deck instead of a blank slide. Portant fills the company name and the run date into a Bold Google Slides kickoff deck from the HubSpot company record, and the goal, scope, metrics, timeline and first-week actions are laid out for you to complete.
View template
Project Kickoff Deck (Elegant)
Start delivery with a customer-ready deck instead of a blank slide. Portant fills the company name and the run date into an Elegant Google Slides kickoff deck from the HubSpot company record, and the goal, scope, metrics, timeline and first-week actions are laid out for you to complete.
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